Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
FOSTER & MOTLEY INC | com | 701 | $78,000 | 12,475 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
LEXAURUM ADVISORS LLC | REG SHS | 702 | $78,804 | 12,410 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VENTURE VISIONARY PARTNERS LLC | REGISTERED SHS | 703 | $75,982 | 12,099 | 0.00 | 12,099 | +Inf | 03-31-2024 | |
PEKIN HARDY STRAUSS INC | REG SHS | 704 | $84,162 | 12,006 | 0.00 | 0.00 | -35,500 | -74.73 | 06-30-2023 |